Manage bulk quotes for prospects

The Buyers group feature in the Prospect quote engine screen enables users to efficiently manage and streamline quote creation for multiple prospects. This functionality allows grouping prospects together, associating them to a named buyers group, and filtering them during quote generation, ensuring consistency and operational efficiency.

Procedure to manage bulk quotes for prospects

This section explains how to create, associate, and filter prospects using the buyers group feature for bulk quote processing.

Create a buyers group

Creating a buyers group allows users to categorize and manage a set of prospects under one unified group, making it easier to generate and manage quotes in bulk.

1. Go to Prospect quote engine > Buyers group field.
2. Click the "+" icon (or designated button) next to the Buyers group field to open the Buyers group screen.

3. The system displays a split-screen view:

   1. Left panel: Lists existing buyers groups.
   2. Right panel: Shows details of the selected group.

4. Click Add new to initiate a new buyers group entry.

5. Enter a Buyers group name. This field is mandatory and helps identify the group during prospect assignment.

6. The system automatically fills in metadata fields:

   1. Date created – Timestamp of when the group was created
   2. Created by – Username of the creator
   3. Last updated – Timestamp of the most recent update
   4. Updated by – Username of the person who last modified the group.

7. Click Save to finalize and store the buyers group.
   

Associate prospects with a buyers group

After creating a buyers group, you can link one or more prospects to it. This association is essential for performing bulk operations like quote generation or reporting.

1. Navigate to the Prospect tab within the Quote engine screen.
2. When adding or editing a prospect, locate the Buyers group field.

3. Select the appropriate group from the dropdown list to associate the prospect with that group.

4. Once saved, the prospect will be grouped and available for group-based filtering and quote operations.

Filter prospects by buyers group

This functionality enables users to quickly locate and load only those prospects that are associated with a particular buyers group. It is particularly useful during quote creation and review processes for bulk quotes.

1. In the Quote engine, enable the Buyers filter checkbox.
2. From the dropdown list, choose the Buyers group you wish to work with.

3. Click Load. The system will display only those prospects linked to the selected buyers group.
   

   Note

   Filtering by buyers group helps streamline bulk quote creation for grouped prospects, ensuring consistent pricing and simplified processing.

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